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Dec 10, 2012
12/12
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how do you actually know what consumers let's say in south america, africa actually like in terms of fragrances? >> it's imminently linked to the culture of a local country. especially on the state side, especially on the flavor side. so we don't create fragrances and flavors for the indians and the chinese. we have 9,000 people around the world. half of them create the next fragrances and flavors. and out of those 4,500 people, you have roughly 2,000 people who are actually in those countries. they are local people so we are chinese employees, chinese favors, will create those fragrances and flavors for the whole market. because, again, you can't know about the local culture out of switzerland. so you have to by there. and we have there in all of those countries so we do expensive consumer tests. we do expensive consumer insight. we drive the trend and that's helpful to grow in those markets. >> another factor that's created a lot of headache is the strength. how difficult is it to be a globally operating company that's based here in switzerland? >> actually, being a swiss company i
how do you actually know what consumers let's say in south america, africa actually like in terms of fragrances? >> it's imminently linked to the culture of a local country. especially on the state side, especially on the flavor side. so we don't create fragrances and flavors for the indians and the chinese. we have 9,000 people around the world. half of them create the next fragrances and flavors. and out of those 4,500 people, you have roughly 2,000 people who are actually in those...
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Dec 17, 2012
12/12
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they have 600 point in market share and additionally look down in south america, which has been weak. sales down 1%, pulling way away from kamatsu. i want to look at what they are doing in north america and say, there is a dramatic spring back -- >> i want to take this right to stephanie link. steph, who made the favorable market here? >> well, we own it so i would say what joe would say. last quarter speaks to this company on cost and getting pricing where they can. comins just raised prices on pow g /* power gen equipment today. now at 88, $89, we were buying in low 80s. should they lower those numbers, those numbers are the trough and that's when you buy. >> i don't love cat the stock, i love cat the company. but i've got say, if the overall market makes a big move higher and there a global growth margin, steve may be right on benefiting deals. i think i have to go with joe even though i respect steve's research on the name because he does make some important point there. >> all right. case is closed on cat. >>> coming up on halftime, our traders aren't always right. er with learni
they have 600 point in market share and additionally look down in south america, which has been weak. sales down 1%, pulling way away from kamatsu. i want to look at what they are doing in north america and say, there is a dramatic spring back -- >> i want to take this right to stephanie link. steph, who made the favorable market here? >> well, we own it so i would say what joe would say. last quarter speaks to this company on cost and getting pricing where they can. comins just...
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Dec 11, 2012
12/12
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you look at the alliances they're forming, gold in south america, and now with virgin atlantic. they're trying to position delta to have greater access globally for their business customers. that's the key here. >> yes. oil refining, they are thinking different, biphil for sure. phil lebeau in new york. willy walsh making a bet with richard branson that the virgin airlines brand will not be around in five years. branson offered to bet 1 million pounds, walsh reportedly said, i don't have a million pounds. a knee in the groin maybe. that's as painful to him as it might be to me. why can't our executives be that creative. >> that's so colorful. >> a ceo challenging another one like that in this country? >> it would be rare. >> it's rare. usually they control the company. that is typically -- they have large shareholders, they're never going to say something like that. >> they don't often mention body parts. >> only a guy could really appreciate that story. >>> cramer's live in washington. six stocks in 60 seconds. >>> if lawmakers do not agree on a budget by january 1st, 2013, the
you look at the alliances they're forming, gold in south america, and now with virgin atlantic. they're trying to position delta to have greater access globally for their business customers. that's the key here. >> yes. oil refining, they are thinking different, biphil for sure. phil lebeau in new york. willy walsh making a bet with richard branson that the virgin airlines brand will not be around in five years. branson offered to bet 1 million pounds, walsh reportedly said, i don't have...
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Dec 11, 2012
12/12
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it really gives us platforms in asia, and south america, which we really don't have now. really makes us a global powerhouse. >> you know, is the underwear business and the jeans business a bigger business than the suit business for example? >> yes. the underwear business worldwide is over a billion dollars in sales and jeans business is close to $2 billion. so those are the two largest categories followed by fragrance which is about a billion and a half dollars. >> when you did the tommy deal you knocked the cover off the ball. you put some numbers out. you delevered the company quickly. now you're back doing the warnerco deal. is this going to be as transformational? >> i think in some ways it's going to be more transformational. it really opens up two key markets for us to operate directly. today we are operating on joint ventures and licensing arrangements. so in asia, china specifically, ind india, and in latin america with brazil, you know, really opening up the developing economies, where warnaco, in those two areas approaching 20%. >> phillips-van heusen, to be ab
it really gives us platforms in asia, and south america, which we really don't have now. really makes us a global powerhouse. >> you know, is the underwear business and the jeans business a bigger business than the suit business for example? >> yes. the underwear business worldwide is over a billion dollars in sales and jeans business is close to $2 billion. so those are the two largest categories followed by fragrance which is about a billion and a half dollars. >> when you...
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Dec 12, 2012
12/12
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we have central and south america and all of asia including china. there's so many opportunities to grow hello kitty as well, too. if we want to double our company's size, we need more. >> that's your goal. what's the time frame for accomplishing that? >> we're looking for something like five years. in these five years we have increased our market cap for five times larger. and what we want to do is to continue that. 20% to 30% growth. >> and acquisitions as you say will be a key part here. what targets are you looking at and what's funding like for purchases you want to make? >> we have a cash position of close to 400 million u.s. dollars. and we have a deficit stimulus side. basically we don't have debt. we can finance, as well. but we have cash flows. so there's no worry about the cash. >> okay. >> yeah. i was going to -- in terms of extending the brands, how do you embrace the digital arena here in things like ebooks and -- >> yes. we just started amazon.com program with mr. man and little miss. it's really since jettic. especially the small kids
we have central and south america and all of asia including china. there's so many opportunities to grow hello kitty as well, too. if we want to double our company's size, we need more. >> that's your goal. what's the time frame for accomplishing that? >> we're looking for something like five years. in these five years we have increased our market cap for five times larger. and what we want to do is to continue that. 20% to 30% growth. >> and acquisitions as you say will be a...
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Dec 27, 2012
12/12
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it follows poverty trends in america. so there are pockets in the south, pockets in the appalachian mountains, pockets in urban areas that where there's poverty, there is going to be people needing help. and you know what? they're finding givelocally.net can deliver their needs quickerer, more efficiently than anything out there. we're passionate about helping as many as we can. >> is it set up as a corporation or a nonprofit? >> we made a kshgz decision not to be a 501(c)3 for many reasons, including there's no limit to where we can direct the money. so we can help anyone with any need that's legitimate. but here is the thing. the 501(c)3 exemption was added to this tax code in 1917. as beau said, there are more than 1 million registered 501(c)3s right now and poverty is at its historic high. if you're a business, that's a model one could argue isn't working. we're letting the market decide. we're letting the american people decide. do you want to give $50, $75, $100 on givelocally.net? >> how do you pay your expenses? >
it follows poverty trends in america. so there are pockets in the south, pockets in the appalachian mountains, pockets in urban areas that where there's poverty, there is going to be people needing help. and you know what? they're finding givelocally.net can deliver their needs quickerer, more efficiently than anything out there. we're passionate about helping as many as we can. >> is it set up as a corporation or a nonprofit? >> we made a kshgz decision not to be a 501(c)3 for many...
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Dec 21, 2012
12/12
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we were you were 50%, 60% in the south and in the northeast. so we had great strength in many areas but areas like the government, the center region, canada, latin america, we had poor execution. >> now, you do some work -- this is the first time i asked you about this. for the oil and gas industry. what do you guys do for oil and gas? we know what do you for amazon, what you do for retailers and for government. i never heard you talk about this sector. >> oil and gas is a big data problem. we look at massive amounts of data and define patterns so people know where to drill so that's on one hand and then on the other hand it's an integration problem. they have lots of sources of data that need to be integrated and they need to manage their supply chains so we are the infrastructure for that industry. >> so in other words like they get a reservoir map and you figure out what is likelihood of where oil could be found. >> yeah, yeah. we look at massive amounts of data and we find patterns in that data. no different than what i do with my basketbal
we were you were 50%, 60% in the south and in the northeast. so we had great strength in many areas but areas like the government, the center region, canada, latin america, we had poor execution. >> now, you do some work -- this is the first time i asked you about this. for the oil and gas industry. what do you guys do for oil and gas? we know what do you for amazon, what you do for retailers and for government. i never heard you talk about this sector. >> oil and gas is a big data...
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102
Dec 6, 2012
12/12
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the new intercontinental railroad running north/south across north america, or as they sometimes call themselves, the nafta railroad. at last, maybe we can get some revenge for all of the jobs nafta has cost us. all of the losses. anyway, ksu is my new favorite rail. and i think you can buy it at weakness because it's got the tracks where people want them and little competition to boot. let's go to greg in mississippi, greg? >> yes, mr. cramer, thank you so much for taking my call. >> my pleasure. >> caller: i had the pleasure of speaking to you on the "lightning round" approximately a month ago about nordic tanker. >> yeah, go ahead, i'm sorry. >> caller: no, no, i'm sorry, at that time you recommended me not go into that particular stock. i was just wondering, you highly recommended it in your book getting back to even which i thoroughly enjoyed, and i was curious if anything changed in particular with the company or that sector in general. >> i had to back away from it. and i think those who know the show and watch it know that i've backed away from it considerably because there wa
the new intercontinental railroad running north/south across north america, or as they sometimes call themselves, the nafta railroad. at last, maybe we can get some revenge for all of the jobs nafta has cost us. all of the losses. anyway, ksu is my new favorite rail. and i think you can buy it at weakness because it's got the tracks where people want them and little competition to boot. let's go to greg in mississippi, greg? >> yes, mr. cramer, thank you so much for taking my call....
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Dec 4, 2012
12/12
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yet but starting today anyone with a phone in key emerging markets in india and south america and australia can sign up and it will roll out worldwide including here in the u.s. becky? >> julia, thank you very much. we'll be watching all that as it comes out later today. >>> let's talk consequences of the fiscal cliff. companies of announces dividends in recent days trying to avoid the tax hikes set to kick in at the end of the year. who is really making money on this? >> a lot of people especially ceos more than 110 companies have announced special dividends in the fourth quarter alone that's more than three times last year's fourth quarter. the reason? the fiscal cliff. if we go off the cliff tax rates on dividends could go from 15% to more than 43%. companies are racing to beat the tax hikes by paying dividends before december 31st and some of the biggest beneficiaries, both insiders and ceos. mickey arison is getting $89 million from carnival giving him a potential tax savings. and larry elison is getting savings around $56 million. thomas frist at hca is getting around $350 million, sa
yet but starting today anyone with a phone in key emerging markets in india and south america and australia can sign up and it will roll out worldwide including here in the u.s. becky? >> julia, thank you very much. we'll be watching all that as it comes out later today. >>> let's talk consequences of the fiscal cliff. companies of announces dividends in recent days trying to avoid the tax hikes set to kick in at the end of the year. who is really making money on this? >> a...
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Dec 13, 2012
12/12
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central america. it's thursday, december 13th, 2012. and what is so special about 12-13-12? it's ben bernanke's birthday. happy birthday, ben. "squawk box" begins right now. >>> good morning and welcome back to south carolina here on cnbc. i'm andrew ross sorkin along with joe kernen. becky is off today. dino kosof, he's going to have a lot to talk about when it comes to what mr. bernanke just said. later in the program, we'll talk to pimco's kneneal ashkari. >>> a surprise from ben bernanke, linking unemployment to monetary policy. rates will be staying where they are right now, which is close to zero, of course. until at the very least the jobless rate falls to 6.5%. we can only cross our fingers wherefore when that might be. ben bernanke says these changes will make the central bank more transparent adding they can only help the markets. the central bank ramped up its asset purchase program adding $40 billion to its $40 billion a month purchases of mortgage-backed bonds. he spoke about the objectives during wednesday's news conference. >> the asset purchases and the rate
central america. it's thursday, december 13th, 2012. and what is so special about 12-13-12? it's ben bernanke's birthday. happy birthday, ben. "squawk box" begins right now. >>> good morning and welcome back to south carolina here on cnbc. i'm andrew ross sorkin along with joe kernen. becky is off today. dino kosof, he's going to have a lot to talk about when it comes to what mr. bernanke just said. later in the program, we'll talk to pimco's kneneal ashkari. >>> a...